Large Cap Growth
Edgewood manages a concentrated stock portfolio of large cap growth companies it deems to be of high quality. The six Edgewood Portfolio Managers each have over 30 years of investment professional experience.
Concentrated Equity Income and High Yield Municipal Bond
Dakota began working with Hamlin Capital Management in 2009 and we assisted in the launch of their Equity Income mutual fund back in March of 2012.
We are grateful for our relationship with Hamlin and for the opportunity to help grow their Equity Income strategy assets from $80 million in 2009 (as of 12.31.2009) to over $2 billion today including over $550 million in their mutual fund, as of September 30, 2020.
You can visit Hamlin's website for more information or visit Hamlin on Dakota Pages and view over 75 current and historical documents.
Mid Cap Growth
Portfolio concentration allows Spyglass to leverage its conviction; Spyglass spends more time researching each portfolio company than a more diversified manager.
International Growth
The investment team at Hardman Johnston believes that stock selection is the key to investment performance. The Fund will employ a disciplined, bottom-up approach, based on fundamental research, investing in high quality companies with secular growth prospects when they are trading at an attractive relative valuation.
Emerging Markets Asia
Our opportunistic approach seeks to capitalize on global macro dynamics and underlying regional trends combined with disciplined, detailed, fundamental research-driven security selection. This investment process may result in more concentrated regional investments as demonstrated by the strategy’s current bias towards Asian companies.
Large Cap Growth
Edgewood manages a concentrated stock portfolio of large cap growth companies it deems to be of high quality. The six Edgewood Portfolio Managers each have over 30 years of investment professional experience.
Concentrated Equity Income and High Yield Municipal Bond
Dakota began working with Hamlin Capital Management in 2009 and we assisted in the launch of their Equity Income mutual fund back in March of 2012.
We are grateful for our relationship with Hamlin and for the opportunity to help grow their Equity Income strategy assets from $80 million in 2009 (as of 12.31.2009) to over $2 billion today including over $550 million in their mutual fund, as of September 30, 2020.
You can visit Hamlin's website for more information or visit Hamlin on Dakota Pages and view over 75 current and historical documents.
Mid Cap Growth
Portfolio concentration allows Spyglass to leverage its conviction; Spyglass spends more time researching each portfolio company than a more diversified manager.
International Growth
The investment team at Hardman Johnston believes that stock selection is the key to investment performance. The Fund will employ a disciplined, bottom-up approach, based on fundamental research, investing in high quality companies with secular growth prospects when they are trading at an attractive relative valuation.
Emerging Markets Asia
Our opportunistic approach seeks to capitalize on global macro dynamics and underlying regional trends combined with disciplined, detailed, fundamental research-driven security selection. This investment process may result in more concentrated regional investments as demonstrated by the strategy’s current bias towards Asian companies.
Team based decision making that drives company growth.
